Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AGILI, P.C.
EIN 23-2711437financial servicesLatest filing 2024
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
26
1806 SUMMIT AVENUE, SUITE 100 - RICHMOND, VA 23230804-358-2702agilipersonalcfo.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 26 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
AGILI, P.C. CASH BALANCE PLAN
CashBalance
Assets$4.1M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
AGILI, P.C. EMPLOYEES' RETIREMENT PLAN
401k
Assets$14K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AGILI, P.C. CASH BALANCE PLAN | CashBalance | $4.1M | 20 | 2024 | |
| 001 | AGILI, P.C. EMPLOYEES' RETIREMENT PLAN | 401k | $14K | 6 | 2024 |
Retirement plans